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Order Entry Discount Fields

1/20/2016

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The Discount Field in Order Entry has two options:

1. Discount by %
2. Discount by $

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4 Ways to Filter your Lists, by Example

10/2/2015

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There are several handy ways to filter the listings in MRSware to show just the information you are interested in at the moment.  

​Here is a little summary of the options in the form of a usage example for each:

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Unpaid Commissions

8/5/2015

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If you would like to be able to send to your Principals a list of the invoices with unpaid commissions that are overdue, here's how:

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Using the Line Items section of an Invoice to capture notes and misc. info.

7/28/2015

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​If you would like to capture additional information on an invoice, so you have it there for future reference or to send to a partner when you are capturing Orders, a good place to put it as a Line Item on the Invoice.  Line Item Descriptions have always been customized for such things as private label goods or product variations that are available from the vendor, but there is nothing to say we can't make available any kind of detail about the order that could be helpful.

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The Issued Checkbox on Invoices

7/25/2015

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The checkbox originally called "Paid" has been renamed "Issued" in an effort to reduce confusion with the Payment Entry screen, to which Issued is unrelated.

Invoice Entry 

Functionality has been added to the Invoices in MRSware to designate them as Issued or Not-Issued.  The intended use of this checkbox is to indicate the state of an invoice for those Users who may do any of the following:
  1. enter an order before an invoice is shipped,
  2. enter an invoice before a manufacturer sends the agency a copy,
  3. generate their own invoices to customers, or
  4. have other special-case invoices that need to be logically separated from other, paid invoices.

This checkbox is simply an indicator for the User, so that they can differentiate a group of invoices from the others.  Such as, "the Invoices with the Issued box not checked are ones that are waiting for confirmation from the vendor; when I get confirmation, I check the Issued box".

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Generic CSV Invoice Import Wizard User Manual

5/22/2015

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The Generic CSV Invoice Import Wizard saves time and entry errors by allowing you to take a spreadsheet, convert it to a free-form Comma Separated Values (CSV) file and translate the data into MRSware invoices. 

Invoice Import Wizard User Manual


Because MRSware is not a static entity, parts of the User Manual may be out of date.  Check back periodically to view the new additions and changes to the User Manual.
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Conflict Resolution User Manual

5/21/2015

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Conflicts may occur during the invoice import process.  The Conflict Resolution User Manual shows you how to resolve these conflicts.

Conflict Resolution Manual

Because MRSware is not a static entity, parts of the User Manual may be out of date.  Check back periodically to view the new additions and changes to the User Manual.
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Video - Customers Top Down Sales

11/18/2014

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Customer Listing: Account View & Customer View

11/18/2014

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How To: Manually Entering Sales & Commission 

7/23/2014

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